ISRG vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
JNJ |
| Current Price |
$451.29 |
$230.69 |
| Fair Value Estimate |
$1,039.74 |
$263.05 |
| Upside to Fair Value |
+130.4%
|
+14.0%
|
| Market Cap |
$160.3B |
$555.9B |
| Forward P/E |
53.8x
|
26.8x
|
| EV / EBITDA |
40.5x
|
18.5x
|
| Price / Sales |
15.2x
|
5.8x
|
| Price / FCF |
64.3x
|
28.2x
|
| Revenue Growth YoY |
+23.0%
|
+9.9%
|
| Gross Margin |
66.3%
|
69.1%
|
| Operating Margin |
30.5%
|
26.9%
|
| Return on Equity |
17.0%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
3.54%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Intuitive Surgical, Inc. is a leading healthcare company specializing in robotic-assisted surgery through its flagship da Vinci system, which has established a durable competitive moat with approximately 10,000 systems installed globally and nearly 17 million procedures performed by the end of 2024. The company benefits from a high-quality business model characterized by 85% recurring revenue, st…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
ISRG |
JNJ |
| Zone Low |
$779.81 |
$197.29 |
| Zone High |
$883.78 |
$223.59 |
| In Buy Zone? |
Yes
|
No
|